Tax Scams/Consumer Alerts The IRS urges taxpayers not to fall victim to tax scams. If it sounds too good to be true, it probably is.

Free Tax Return Preparation for Qualifying Taxpayers The Tax Counseling for the Elderly (TCE) program offers free tax help for all taxpayers, particularly those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors. The IRS-certified volunteers who provide tax counseling are often retired individuals associated with non-profit organizations such as AARP Tax-Aide, that receive grants from the IRS.

Required Minimum Distributions You generally have to start taking withdrawals from your IRA or retirement plan account when you reach age 70½. Roth IRAs do not require withdrawals until after the death of the owner.

Retirement Plan Contribution Limits There are limits to how much employers and employees can contribute to a plan (or IRA) each year. The limits differ depending on the type of plan.

Replacement Forms SSA-1099 and SSA-1042S The Social Security Administration (SSA) web site allows you to view, print, save, or mail a replacement Form SSA-1099 and Form SSA-1042S for the prior tax year.